Client Relationship Specialist

7 months ago


Toronto, Canada Equitable Life of Canada Full time

At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.

**Title**: Client Relationship Specialist - East

**Reports To**: Manager, Client Experience

**Department**: Group

**Term**: Full Time Permanent

**Region**: Ottawa, Kingston, Montreal, Durham, Toronto

**Work Arrangements**: 100% remote working with the expectation to travel within the region.

**The Opportunity**: Equitable Life is looking to hire a Client Relationship Specialist to support the Eastern region This is a great opportunity for someone with a proven track record of building and maintaining relationships to step in and make a significant contribution to the team. In this role you'll use your outstanding customer service and communication skills to manage the installation of new business and maintain our relationships with plan administrators.

**What you will be doing**:

- Manage installation of new business by working with policyholders, advisors and head office staff
- Provide support to our Group Account Executives
- Process complex amendments and specialized employee notices
- Co-ordinate and maintain high levels of policyholder service which includes:

- Developing and maintaining relationships with group plan administrators
- Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtual connection.
- Delivering employee benefit presentations
- Responding to inquiries from policyholders, certificate holders, advisors and head office staff on complex administrative or escalated claim situations
- Able to work under tight deadlines
- Participate in finalist presentations

**What you will bring**:

- 3+ years of prior experience with group, life and health products is preferred
- Valid driver’s license required
- Ability to travel occasionally
- Group Product knowledge is essential
- Knowledge of government plans as they integrate with group plans
- Post-secondary education and training in a related field
- Excellent organizational and time management skills
- Excellent communication skills both verbal and written
- Sound knowledge of Windows, Word, Excel and PowerPoint
- Ability to work in a team environment
- Bilingual skills (French/English) are required

**What’s in it for you**:

- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the company’s pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- A company subsidized cafeteria with a variety of daily options
- Discounts on company products and services, and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

- Provide two professional references (minimum one supervisor and above)

To learn more about Equitable Life, we encourage you to explore our organization.



  • Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...


  • Old Toronto, Canada TD Bank Full time

    OverviewTD Bank, a leading financial institution, seeks a skilled Client Relationship Specialist to provide exceptional client service and support. This role is an excellent opportunity for individuals who thrive in fast-paced environments and are passionate about delivering legendary customer experiences.About the RoleThis position will be responsible for...


  • Toronto, Canada Moody's Full time

    The Associate Director - Client Relationship Actuary role requires an ambitious and driven individual to provide support and guidance to both potential and existing clients in the use and implementation of AXIS actuarial software. This involves hands on management of existing client companies including understanding their detailed needs to guide their...


  • Toronto, Canada Moody's Investors Service Full time

    The Associate Director - Client Relationship Actuary role requires an ambitious and driven individual to provide support and guidance to both potential and existing clients in the use and implementation of AXIS actuarial software. This involves hands on management of existing client companies including understanding their detailed needs to guide their...


  • Toronto, Canada ZM Financial Systems Full time

    Collaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together. Department - Insurance OU Role/Responsibilities - The Associate Director - Client Relationship...


  • Toronto, Canada Royal Fountain Healthcare Services Inc Full time

    **Company description** Royal Fountain Healthcare Services Inc (RFHS) offers quality healthcare staffing services that matches the qualified professionals to clients and organizations in Ontario. **Perks of joining the RFHS team**: - **Compensation **-Competitive wage - **Career Development **-Professional development & training, lunch & learn sessions -...

  • Relationship Banker

    4 weeks ago


    Toronto, Ontario, Canada RBC Full time

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.As a Relationship Banker - Client Experience...


  • Toronto, Ontario, Canada CIBC Full time

    About CIBCCIBC is building a relationship-oriented bank for the modern world. We value talented professionals who are dedicated to delivering exceptional client experiences.Job OverviewWe're seeking a skilled Financial Services Professional to join our team as a Client Relationship Specialist. In this role, you will be responsible for delivering customized...


  • Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...


  • Toronto, Canada Marsh Full time

    **ASSOCIATE CLIENT EXECUTIVE** **What can you expect?** In this dual function role of both Client Executive and Client Representative you will be responsible for the support of senior level Client Executives and the management of a client book. You would be responsible for growing satisfied client relationships, supporting, and acquiring new clients and...


  • Toronto, Canada Manulife Full time

    The Service Relationship Specialist role represents Manulife externally with existing and potential corporate clients (large and jumbo) as well as our key Advisor Firms and Partners. They work alongside the Account Executives in this client facing role and supports our distribution partners in the delivery of value-added benefits and superior service to Plan...


  • Toronto, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Toronto, Canada Pinnacle Fund Services Full time

    **Client Relationship Manager** **Company description** The client relationship role is focused on facilitating and coordinating the onboarding of new clients to ensure that the process is successful, and that the new clients and key employees are supported and satisfied. The role includes a compliance component to ensure the company is following policies...


  • Toronto, Canada Worthland Consulting Inc. Full time

    Worthland Consulting Inc. is Canada's premier quality HR Agency focusing on web3, cryptocurrency and FinTech industries, ensuring the best people are placed with the right jobs. Worthland is hiring a **Client Relationship Manager** position for one of our clients, an infrastructure and liquidity provider that enables institutional and enterprise use cases...


  • Toronto, Canada Aviva Full time

    Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values - Care, Commitment, Community, and Confidence. The Client Relationship Manager’s (CRM) primary purpose is to drive and deploy all aspects of the Client Relationship Management function at Aviva Global Corporate & Specialty...


  • Toronto, Canada Egniol Group of Companies Full time

    **Client Relationship Manager - Sales** **Company Address**: - 200 Bay St, North Tower Suite 1200 Toronto, Ontario, M5J 2J2, Canada **Job Overview**: **Key Responsibilities**: - Sales and Business Development: - Actively engage with potential clients to understand their business requirements. - Promote and sell services. - Develop and maintain a...


  • Toronto, Canada Park place properties Full time

    Job Overview: **Responsibilities**: - Serve as the primary communication liaison between property owners and our management team. - Provide timely and informative updates to property owners about their property status, guest feedback, and booking rates. - Handle inquiries and concerns from property owners with prompt professionalism. - Collaborate with...


  • Toronto, Ontario, Canada Swoon Full time

    Overview:Swoon is seeking a skilled Client Partnership Specialist to join our team. This role plays a crucial part in building strong client relationships and driving business success.Estimated Salary: $85,000 - $110,000 per year, depending on experience and qualifications.Job Description:The Client Partnership Specialist is responsible for managing client...


  • Toronto, Canada hungerhub Canada Inc. Full time

    hungerhub is looking for a Client Relationship Manager to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. You will normally work from home, but being together sometimes is important to us. Pre-pandemic we typically worked together once a week where we would also have...


  • Toronto, Canada hungerhub Canada Inc. Full time

    hungerhub is looking for a Client Relationship Manager to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. You will normally work from home, but being together sometimes is important to us. Pre-pandemic we typically worked together once a week where we would also have...